1.Monitor new submission from quote form
Integrate Jotform and data mapping tools to catch each quote response and extract submitter name, email, phone, and project details.
Add incoming quote requests to shared contacts sheet
Automatically monitor quote request submissions across Jotform and Google Sheets. Create and update shared lead records, notify internal staff, and send SMS confirmations when form responses include qualifying project detailsβso you can follow up same day without manual data entry and chasing.
How this automation keeps quote leads moving
When new quote form submissions come in, manual sheet entry and delayed outreach can cause missed opportunities. This automation captures each response into your shared contacts, notifies staff by email, and sends SMS confirmationβso your team can follow up same day.
Jotformor swap with your favorite app
2.Creates leads sheet row
Integrate Google Sheets and spreadsheet templates to create a Leads sheet row and map contact and project fields in one pass.
Google Sheetsor swap with your favorite app
3.Creates shared contacts sheet row
Integrate Google Sheets and contact list templates to create a Shared contacts sheet row and keep sales lists current by email.
4.Sends internal notification email
Integrate Gmail and team inbox tools to send an internal notification with contact details, project summary, and the shared sheet link.
Gmailor swap with your favorite app
5.Sends prospect SMS confirmation
Integrate Octopush SMS and messaging tools to send a confirmation SMS to the mapped phone when a phone number is present.
Octopush SMSor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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